Leaving the single life behind to become a twosome is an exciting and romantic time. The last thing on your mind is how to manage your joint finances. Yet relationship success and financial success as a couple have a lot in common. Both rely on good communication and negotiation. Money may not be romantic, but […]

How to be the CFO of your household Ever wondered what it would be like to control millions (or even billions) of dollars? For chief financial officers, it’s an everyday reality. The financial controllers of large companies spend their days reviewing income and expenses, working on profit improvement projects, approving expenses, and making tough calls […]

When you visualise your retirement, what do you see? If you’re like thousands of other Aussies, chances are you think about getting stuck into a hobby, spending more time with your family, seeing the world, or exploring the great outdoors right here in our own backyard. Whatever your image of the ideal retirement, it gives […]

You may have already given thought to some health-related wellness goals for 2018, but what about your financial wellness? AMP research has revealed that a quarter of Australian workers have difficulty in making ends meet, with the most common triggers for financial stress found to be bad debt, the need to save for retirement and […]

Week 1 – Starting your plan and SMART goal setting Most of us have plans for the future. Maybe it’s a dream holiday, paying off our debt, retiring early, building up a share portfolio, running a marathon, or saving enough for a house deposit. Some of us will succeed but many of us won’t. One […]

Everyone loves saving a dollar or two, and one place it really pays to stretch your money further is on holidays. After all, the more cost-effective your holidays are, the more of them you can afford to have! If you’re still searching for a destination to escape to this summer, we’ve got some suggestions below […]

By contributing into your super, you can reduce the amount of tax you pay while adding to your future retirement income. What is salary sacrifice? Put simply, salary sacrifice is where you pay a portion of your pre-tax salary or wages as an additional contribution to your superannuation account. How does it benefit you? When […]

A number of changes came into effect on 1 July 2017 that limit the amount of money those saving for retirement can put into super. This includes new limits on concessional (or before tax) and non-concessional (or after tax) contributions. The limit on concessional contributions has been reduced from $35,000 to $25,000 per annum and […]

What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re ready to meet the future as your very best self. Take care of your body and mind Being in poor health can make almost anything […]

Are you dreaming about an earlier retirement, but unsure how to go about it? According to the Australian Bureau of Statistics, 40 per cent of Aussie men and 35 per cent of Aussie women are planning to work past age 70 because they are worried about their ‘financial security’ in retirement. But what if your […]